Pension Questionnaire

Thank you for your interest in the Chelsea SIPP. 

This a low-cost, flexible pension with access to all funds on the Chelsea FundStore platform (over 2,500 funds). We have removed the initial fund charges for all funds. In addition, there are 0% transaction charges and no set up charge for clients of Chelsea. 

The Self-Directed Cofunds Pension Account is provided by Suffolk Life and is a personal pension arrangement but your point of contact will be ourselves at Chelsea. 

This is an execution-only product, and therefore, we do not offer any personal investment advice. 

After completing this questionnaire we will tailor your documentation and send it out to you. In the meantime, should you have any questions, please do not hesitate to contact one of our experienced and helpful members of staff on 020 7384 7300, who will be more than happy to help.

If you are looking to go into drawdown, or transfer a pension that is already in drawdown, please contact us on the number above.

Pension questionnaire — Step 1/2

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Please enter your details below to apply for a customised application pack. Please note that fields marked with ✱ are mandatory.

Personal details

Title ✱

First name ✱

Surname ✱

Date of birth You must be over the age of 18 to open a pension with us. ✱

(DD/MM/YYYY)

Address ✱

If you have lived in the property for less than two years please supply your previous address

Telephone number ✱

Email address ✱

Marital status ✱

• Married
• Single
• Co-habiting
• Divorced
• Widowed

National Insurance number ✱

Country of residence ✱

Nationality ✱

Selected retirement age ✱

Employment details

Employment status ✱

Occupation ✱

Employer's name and address

Your annual earnings ✱

• £0–£14,999
• £15,000–£29,999
• £30,000–£59,9999
• £60,000–£99,999
• £100,000–£149,999
• £150,000+

Source of wealth ✱

• Income from employment
• Income from savings/investment
• Other

If you selected 'Other' for your Source of Wealth, please describe it below.

Aged 55, or over?

When are you planning to go into drawdown? (this could include taking your tax-free cash)

• As soon as possible
• Not for sometime
• The pension(s) I plan to transfer is/are already in drawdown

Why are you opening the account? ✱

• To make contributions
• To make contributions and also transfer a current pension(s) to the Cofunds SIPP, via Chelsea FundStore
• Transfer a current pension(s) to the Cofunds SIPP, via Chelsea FundStore